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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
476	Employees Retirement System of Texas Austin, Texas	$8.11M	+$446K	4	0.1%	Increased
477	LCM Lafitte Capital Management Austin, Texas	$8.1M	+$7.36M	1	6.06%	New
478	SM Seminole Management New York	$8.02M	-$17.7M	1	0.51%	Reduced
479	Nomura Asset Management Tokyo, Japan	$8.02M	+$505K	4	0.15%	Increased
480	GIP Granite Investment Partners El Segundo, California	$7.97M	-$210K	1	1.29%	Reduced
481	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.91M	+$1.05M	3	0.66%	Increased
482	MCM Mitchell Capital Management Leawood, Kansas	$7.89M	+$15.4K	1	2.61%	Increased
483	Natixis Paris, France	$7.84M	+$2.96M	2	0.08%	Increased
484	FGA Flood Gamble Associates New York	$7.68M	+$96.4K	2	3.8%	Increased
485	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.59M	+$3.49M	1	0.77%	Increased
486	Oaktree Capital Management Los Angeles, California	$7.57M	$0	1	0.15%	Maintained
487	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.57M	+$7.38M	1	1.98%	New
488	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.53M	-$5.53M	4	0.13%	Reduced
489	PC Pier Capital Stamford, Connecticut	$7.49M	+$6.66M	1	1.06%	New
490	BWP Baldwin Wealth Partners Marion, Massachusetts	$7.48M	-$1.6M	1	1.37%	Reduced
491	SHA Smith Hayes Advisers Lincoln, Nebraska	$7.44M	+$5.12M	2	2.84%	Increased
492	BCMNY Buckingham Capital Management (New York) New York	$7.42M	+$1.56M	1	0.72%	Increased
493	First Citizens Bank & Trust Raleigh, North Carolina	$7.38M	+$548K	6	0.28%	Increased
494	MTB Mizuho Trust & Banking Tokyo, Japan	$7.36M	$0	1	0.03%	Maintained
495	JIR James Investment Research Alpha, Ohio	$7.33M	-$777K	3	0.28%	Reduced
496	Wilmington Trust Wilmington, Delaware	$7.29M	-$628K	2	0.13%	Reduced
497	Capital Advisors Inc Tulsa, Oklahoma	$7.29M	-$34.7K	1	1.75%	Reduced
498	AIA Alerus Investment Advisors Wayzata, Minnesota	$7.2M	+$33.3K	1	1.43%	Increased
499	YCMGA York Capital Management Global Advisors New York	$7.18M	+$4.21M	1	0.14%	Increased
500	Todd Asset Management Louisville, Kentucky	$7.17M	-$33.5M	1	0.22%	Reduced